Technology coverage, prepped once
Technology desks carry the widest model count and the most frequent revisions. Alpharepo reads the models where they are, lines every name up against consensus and rolls each universe onto one sheet.
Pick the universe that looks like your book
Each page shows the universe against consensus this quarter, one name's preview, its revision history and the group on one sheet.
Semiconductor investors: every name in the universe against consensus
The semiconductor universe, each name against consensus with revision history, from the Excel models your analysts already keep.
See the universeSoftwareSoftware investors: every name in the universe against consensus
The software universe, each name against consensus with revision history, from the Excel models your analysts already keep.
See the universeThe hyperscalers, upcoming quarter
Report dates and consensus from the consensus feed; the internal number per name is illustrative.
The hyperscalers on one sheet
One row per company, group totals in the footer, built from the same models as the previews.
| Company | Revenue | Capex | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Reports | Consensus | Internal vs consensus | Internal | Consensus | Internal vs consensus | Net new YoY | Net new QoQ | Consensus since Apr | |
| ORCLOracle Corporation | Sep 10Q1 FY27 | $19.06B | +0.3% | $19.19B | $19.39B | −1.0% | +$10.89B | +$2.90B | +35.3%23 brokers |
| GOOGLAlphabet Inc. | Oct 20Q3 FY26 | $127.34B | +0.9% | $56.65B | $55.97B | +1.2% | +$32.02B | +$11.05B | +17.0%34 brokers |
| METAMeta Platforms, Inc. | Oct 28Q3 FY26 | $63.33B | −0.5% | $41.52B | $41.50B | +0.1% | +$22.67B | +$11.38B | +28.5%30 brokers |
| MSFTMicrosoft Corporation | Oct 29Q1 FY27 | $90.66B | +1.4% | $46.14B | $46.15B | 0.0% | +$26.75B | +$10.35B | +63.0%29 brokers |
| AMZNAmazon.com, Inc. | Oct 30Q3 FY26 | $202.23B | 0.0% | $58.13B | $57.90B | +0.4% | +$22.81B | +$3.69B | +12.5%20 brokers |
Other teams Alpharepo is for
Know where the book sits against consensus before every print
Divergence per name, long and short, with consensus revisions as they happen and sector sheets that roll the book up in one place.
See how it fitsLong-OnlyDeeper coverage without a bigger team
One preview template across the whole universe, sector comp sheets in seconds and forward KPIs that stay current for every name.
See how it fitsAsset ManagersOne view of every estimate across the firm
A firm-wide comparison against consensus across desks and strategies, per-team isolation, unlimited seats and a security posture built for the review.
See how it fitsHedge FundsThe AI workflow tool for hedge fund analysts
The recurring analyst workflows at a hedge fund (earnings prep, sector comparison, revision tracking), set up once and run across every model in Excel.
See how it fitsYour next earnings season, prepped once
Ten minutes with your own models shows you how it fits.